Overview

This article walks you through step-by-step instructions for processing different types of retail transactions, from basic sales to complex scenarios like gift card redemptions and on-account payments.

1. Launching the POS

Before processing transactions, ensure the POS terminal is properly set up.

1.1 Open a POS Session

1. Log in to iVendNext using your credentials.

2. Navigate to: Retail > Quick Access > iVendNext POS.

3. Select your POS Terminal and click Submit.

1.2 Set Opening Amount

1. Specify the cash drawer opening amount by denomination.

2. Click Start Selling to begin transactions.

2. Basic Sales Transaction

The most common transaction type involves selling items and accepting payment.

2.1 Add Items

• Scan barcodes or manually search for items by code/description.

• Adjust quantity if needed.

2.2 Select a Customer

• By default, a Walk-In Customer is selected.

• To record against a specific customer, search and select their name.

2.3 Process Payment

1. Click Checkout to proceed to payment.

2. Choose a payment method (Cash, Credit Card, Gift Card, etc.).

3. Enter the amount tendered and complete the sale.

3. Advanced Transaction Types

3.1 Multiple Payment Methods

For split payments (e.g., part cash, part credit card):

1. After checkout, click Cash and enter the partial amount.

2. Click Credit Card and enter the remaining balance.

3. Confirm and complete the transaction.

3.2 On-Account Payments (Credit Sales)

1. Select a customer with a credit limit.

2. At checkout, choose On Account as the payment method.

3. The amount will be deducted from the customer’s credit limit.

3.3 Gift Card Transactions

Selling a Gift Card

1. Search for "Gift Card" in the item lookup.

2. Enter the serial number and value.

3. Process payment (usually cash or credit).

Redeeming a Gift Card

1. Add items to the sale.

2. Click Gift Card, enter the card details, and apply the balance.

4. Applying Discounts and Surcharges

4.1 Item-Level Discount

1. Select the item.

2. Click Line Discount and enter:

• A fixed amount or percentage discount.

4.2 Transaction-Level Discount

1. Click Sale Discount before checkout.

2. Specify the discount for the entire sale.

4.3 Adding Surcharges

1. Click Add Sales Surcharge.

2. Enter the surcharge amount or percentage.

5. Handling Returns and Refunds

5.1 With Receipt (Sale Return)

1. Click Transaction Search and locate the original sale.

2. Select items to return.

3. Click Sale Return and process the refund.

5.2 Without Receipt (Item Return)

1. Add the returned item manually.

2. Click Item Return and issue store credit/cash refund.

6. Managing Cash and Expenses

6.1 Cash In/Out

• Cash In: Record additional cash added to the drawer.

• Cash Out: Record cash removed (e.g., for bank deposits).

6.2 Expense Posting

1. Click Add Expenses.

2. Enter the amount and select an expense type.

7. Closing the POS Shift

7.1 Count Tender

1. Click Count Tender and verify cash amounts.

2. Enter discrepancies (if any).

7.2 Generate Reports

• Z-Tape Report: Summarizes daily sales.

• Tender Collection Report: Breaks down payments by type.

7.3 Close Shift

1. Click Close Shift to finalize the session.

2. The system generates a consolidated sales invoice.